It is our role to help you choose the right investments in order to help you meet your objectives. What you need to give some thought to is what those objectives are. This is an area in which compromise and self-understanding are essential.
Most people want investments which are safe, in the sense that they cannot fall and which offer high returns. This ideal combination is not available. Beware of anyone who claims otherwise. Sensible investment planning revolves around understanding what your investment aims are.
Broadly speaking, the longer that your investment is to be left alone (e.g. for retirement), the higher level of short-term risk that is acceptable. If however, the money is needed in full in the near future (e.g. for a house deposit) then short-term safety is essential.
In short,
our team
will help you determine an investment strategy appropriate for your needs, by using the products best suited to your risk philosophy, capacity for loss and tax position.